RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.53M
3
+$1.22M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$663K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$581K

Top Sells

1
+$5.83M
2
+$2.4M
3
+$2.21M
4
HD icon
Home Depot
HD
+$1.85M
5
TGT icon
Target
TGT
+$1.62M

Sector Composition

1 Technology 5.02%
2 Financials 4.92%
3 Consumer Discretionary 3.33%
4 Healthcare 2.45%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15.3K 0.01%
63
277
$15.3K 0.01%
888
-861
278
$15.2K 0.01%
38
279
$15.1K 0.01%
242
+1
280
$15K 0.01%
1,096
+31
281
$14.9K 0.01%
403
282
$14.9K 0.01%
65
-28
283
$14.9K 0.01%
353
-25
284
$14.8K 0.01%
67
-37
285
$14.8K 0.01%
381
286
$14.6K 0.01%
1,088
+32
287
$14.5K 0.01%
196
-9
288
$14.5K 0.01%
276
289
$14.4K 0.01%
427
+4
290
$14.3K 0.01%
170
-140
291
$14.3K 0.01%
627
+6
292
$14.1K 0.01%
117
293
$13.9K 0.01%
134
-53
294
$13.7K 0.01%
243
-14
295
$13.7K 0.01%
159
296
$13.7K 0.01%
40
-27
297
$13.6K 0.01%
502
+5
298
$13.5K 0.01%
92
-18
299
$13.5K 0.01%
100
-80
300
$13.4K 0.01%
1,838
+54
10 11
12
13 14